Unclaimed
Bradley Charles Geer is a financial professional with over 22 years of experience in the industry. He currently holds a Series 7, Series 63, Series 79TO and SIE licenses and is registered with the state of Florida. Bradley Charles Geer is affiliated with Houlihan Lokey Capital, Inc. and works out of their Miami, Florida office.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
FL
11/13/2001 - Present
Houlihan Lokey Capital, Inc. (MIAMI FL)
BC
Issued 11/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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